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Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout
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00:00
Thank you. I am here at NVIDIA headquarters in Santa Clara with the CEO of the world's most valuable company, and the CEO and president of the world's most valuable private company, Jensen Huang of NVIDIA, Sam Altman and Greg Brockman of OpenAI.
謝謝。我現在在 NVIDIA 聖克拉拉總部，與全球市值最高公司的執行長，以及全球市值最高私營公司的執行長兼總裁——NVIDIA 的黃仁勳、OpenAI 的 Sam Altman 和 Greg Brockman 在一起。
00:17
So let's dive right into the news. Jensen, NVIDIA is making a hundred billion dollar investment in OpenAI and working together to build out, if you're saying, 10 gigawatts of capacity over several years.
那我們就直接進入新聞吧。Jensen，NVIDIA 將向 OpenAI 投資一千億美元，並合作在幾年內建立，如果你這麼說的話，10 吉瓦的產能。
00:30
The investment is going to come with the gigawatts one at a time, as quickly as you guys can get it done. Jensen, first of all, set the stage. Why?
這項投資將隨著吉瓦數的增加而逐步到位，只要你們能盡快完成。Jensen，首先，請說明一下背景。為什麼要這樣做？
00:39
This is the biggest AI infrastructure project in history. This is the largest computing project in history.
這是史上最大的 AI 基礎設施專案，也是史上最大的運算專案。
00:47
Well, the reason for that is because computing demand is going through the roof for OpenAI. You know, ChatGPT is the single most revolutionary AI project in history.
嗯，原因是 OpenAI 的運算需求正在激增。你知道，ChatGPT 是歷史上最具革命性的 AI 專案。
00:59
It's being used everywhere, every industry, every country, every person practically that I know uses ChatGPT. The computing demand is going through the roof.
它被應用於各行各業、各個國家，我認識的幾乎每個人都在使用 ChatGPT。運算需求正在飆升。
01:08
And so this partnership is about building an AI infrastructure that enables AI to go from the labs into the world. This is about the AI industrial revolution arriving. It's a very big deal.
因此，這次合作是為了建立一個 AI 基礎設施，讓 AI 能夠從實驗室走向世界。這意味著 AI 工業革命的到來。這是一件非常重大的事。
01:23
A hundred billion dollars, a lot of money. Sam, great. You guys are used to dealing with a lot of money in big projects.
一千億美元，這是一筆巨款。Sam，太棒了。你們已經習慣處理大型專案的龐大資金。
01:31
So Sam, I think it was just eight months and a day ago, the initial Stargate announcement talking about the overall move that OpenAI is making and building out this capacity. Where does this fit?
Sam，我想就在八個月零一天前，你們首次宣布了 Stargate 計畫，談及 OpenAI 的整體布局和產能建設。這次的投資與此有何關聯？
01:42
So as Jensen said, building this infrastructure is critical to everything we want to do. Without doing this, we cannot deliver the services people want. We can't keep making better models.
正如 Jensen 所說，建立這個基礎設施對我們想做的一切都至關重要。如果不這樣做，我們就無法提供人們想要的服務，也無法持續打造更好的模型。
01:51
And now that we really see what's on the near-term horizon of how the models are getting, the new use cases that are being enabled, what people want to do, this is like the fuel that we need to drive improvement, to drive better models, to drive revenue, everything.
現在我們清楚地看到了近期的前景：模型的發展趨勢、新的應用場景以及人們想做的事，這就像是我們推動進步、打造更好模型、創造營收等一切所需的燃料。
02:06
So this is helping us get to a world, along with our partners at Stargate, Microsoft, Oracle, where we can build out increasing amounts of infrastructure to deliver on what the world is demanding out of these services.
因此，這有助於我們與 Stargate 的合作夥伴（如微軟、Oracle）共同打造日益擴增的基礎設施，以滿足全球對這些服務的需求。
02:19
There's like no partner but NVIDIA that could do this at this kind of scale at this kind of speed. It's really quite incredible.
除了 NVIDIA，沒有其他合作夥伴能以這種規模和速度完成這項任務。這真的很不可思議。
02:26
But this will expand on the Stargate ambitions and let us push further and further. We have found, every step along the way, that we did not quite set our sights big enough, given the market demand.
但這將擴展 Stargate 的雄心，讓我們能不斷推進。我們發現，在每一步的發展中，考慮到市場需求，我們的目標設定得還不夠遠大。
02:35
So this will help us push towards that next level. The compute constraints that the whole industry has been in, our company in particular, have been terrible. We're so limited right now in the services we can offer.
所以這將幫助我們邁向下一個階段。整個產業面臨的運算限制，尤其是我們公司，一直非常糟糕。我們目前能提供的服務非常有限。
02:45
There's so much more demand than what we can do. And as we look forward another year or two years, if you have, let's say it takes 10 gigawatts of compute or five gigawatts of compute, you could choose one of two things.
需求遠遠超過我們的能力。展望未來一兩年，假設你需要 10 吉瓦或 5 吉瓦的運算能力，你只能二選一。
02:56
You could choose to cure cancer by having AI answer research, or you could choose to offer free education to everybody on Earth.
你可以選擇利用 AI 進行研究以治癒癌症，或者你可以選擇為地球上的每個人提供免費教育。
03:03
No one wants to make that choice. And so increasingly as we see this, the answer is just much more capacity so that we can serve the massive needs and opportunity with this.
沒有人想做這種選擇。因此，隨著我們越發看清這一點，答案就是增加更多產能，以便我們能滿足由此產生的巨大需求和機遇。
03:12
Greg, one way of measuring that demand is the number of users that OpenAI has—ChatGPT says somewhere between 700 and 800 million.
Greg，衡量這種需求的一種方式是 OpenAI 的用戶數量——ChatGPT 的用戶數據稱在 7 億到 8 億之間。
03:22
How quickly are you growing? What's the technology that you guys need to bring to bear, from Nvidia included, in order to satisfy that?
你們的成長速度有多快？為了滿足這些需求，你們需要採用哪些技術，包括來自 Nvidia 的技術？
03:29
Yeah, so 700 million growing extremely quickly. I think that ChatGPT has grown from nothing to that scale and continues to grow faster than any product in history.
是的，所以 7 億的用戶規模成長得非常快。我認為 ChatGPT 從無到有發展到這個規模，並且持續以超越歷史上任何產品的速度成長。
03:40
And really the reason we were able to make this breakthrough and serve it to the extent that we have is by leveraging Nvidia's platform.
而我們之所以能夠取得這項突破，並提供如此大規模的服務，關鍵在於利用了 Nvidia 的平台。
03:47
Like we've worked together very closely since Jensen actually hand delivered a server to us back in 2016.
自從 Jensen（黃仁勳）在 2016 年親自送來一台伺服器後，我們就一直保持著非常緊密的合作關係。
03:52
And we were just doing some math earlier. I think that this deal is really for like a billion times the computational power than that initial server.
我們剛剛算了一下，我認為這筆交易帶來的運算能力，大概是當初那台伺服器的十億倍。
03:59
And so we're able to actually create new breakthroughs, new models to be able to actually solve problems like create cures for diseases and to actually be able to empower every individual in business because we'll be able to reach the next level of scale.
因此，我們實際上能夠創造新的突破、研發新模型，進而解決像是研發疾病解藥這類的問題，並賦能每一位商務人士，因為我們將能夠達到下一個規模層級。

Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout

📝 影片摘要

本單元深入解析 NVIDIA 與 OpenAI 的歷史性合作，NVIDIA 計劃投資高達一千億美元，協助 OpenAI 建置 10 吉瓦（Gigawatts）的 AI 資料中心運算產能。黃仁勳、Sam Altman 和 Greg Brockman 共同闡述此專案的背景，指出這是為了解決 AI 運算需求飆升的問題，並推動 AI 工業革命。對話中也提及 Stargate 計畫的擴展，以及如何利用這股運算力量來驅動模型創新、解決癌症研究與普及教育等重大挑戰。

📌 重點整理

  • ✓ NVIDIA 宣布對 OpenAI 進行高達 一千億美元 的投資。
  • ✓ 雙方目標是在數年內建置 10 吉瓦（Gigawatts）的 AI 運算產能。
  • ✓ 此專案旨在解決 AI 運算需求激增的瓶頸，特別是 ChatGPT 的全球普及。
  • ✓ Sam Altman 強調運算基礎設施是推動模型進步與營收的關鍵『燃料』。
  • ✓ 此次合作將擴展 Stargate 計畫的規模，並與微軟、Oracle 等夥伴協作。
  • ✓ Greg Brockman 指出，相較於 2016 年的第一台伺服器，新協議的運算力提升了十億倍。
  • ✓ 目前的運算產能不足以應對市場需求，若不擴充將被迫在『治癒癌症』與『免費教育』之間做選擇。
  • ✓ OpenAI 目前擁有約 7 億至 8 億 ChatGPT 用戶，成長速度超越歷史上任何產品。
📖 專有名詞百科 ｜點擊詞彙查看維基百科解釋
革命性的
revolutionary
基礎設施
infrastructure
關鍵的
critical
營收
revenue
限制
constraints
產能
capacity
提供
deliver
利用
leverage
賦能
empower
運算
computation

🔍 自訂查詢

📚 共 10 個重點單字
revolutionary /ˌrevəˈluːʃənəri/ adjective
involving a great and sudden change in a way of thinking or doing things
革命性的；突破性的
📝 例句
"ChatGPT is the single most revolutionary AI project in history."
→ ChatGPT 是歷史上最單一最具革命性的 AI 專案。
✨ 延伸例句
"The printing press was a revolutionary invention."
→ 印刷機是一項革命性的發明。
infrastructure /ˈɪnfrəstrʌktʃər/ noun
the basic physical and organizational structures and facilities needed for the operation of a society or enterprise
基礎設施
📝 例句
"This partnership is about building an AI infrastructure."
→ 這次合作是關於建立一個 AI 基礎設施。
✨ 延伸例句
"The country needs to improve its digital infrastructure."
→ 該國需要改善其數位基礎設施。
critical /ˈkrɪtɪkəl/ adjective
of great importance; essential
關鍵的；至關重要的
📝 例句
"Building this infrastructure is critical to everything we want to do."
→ 建立這個基礎設施對於我們想做的一切都至關重要。
✨ 延伸例句
"It is critical that we act now."
→ 我們現在就行動是至關重要的。
revenue /ˈrevənjuː/ noun
income, especially when of a company or organization and of a substantial figure
營收；收益
📝 例句
"This is like the fuel that we need to drive revenue."
→ 這就像是我們推動營收所需的燃料。
✨ 延伸例句
"Advertising revenue keeps the website running."
→ 廣告收入維持著網站的運作。
constraints /kənˈstreɪnts/ noun
limitations or restrictions
限制；約束
📝 例句
"The compute constraints that the whole industry has been in have been terrible."
→ 整個產業面臨的運算限制一直非常糟糕。
✨ 延伸例句
"We are working under strict budget constraints."
→ 我們在嚴格的預算限制下工作。
capacity /kəˈpæsəti/ noun
the maximum amount that something can contain or produce
產能；容量
📝 例句
"NVIDIA is working together to build out 10 gigawatts of capacity."
→ NVIDIA 正合作建立 10 吉瓦的產能。
✨ 延伸例句
"The factory is running at full capacity."
→ 工廠正在全速運轉。
deliver /dɪˈlɪvər/ verb
provide (something promised or expected) to someone
提供；交付
📝 例句
"We cannot deliver the services people want."
→ 我們無法提供人們想要的服務。
✨ 延伸例句
"We promise to deliver high-quality products."
→ 我們承諾提供高品質的產品。
leverage /ˈlevərɪdʒ/ verb
use (something) to maximum advantage
利用；槓桿作用
📝 例句
"The reason we were able to make this breakthrough is by leveraging Nvidia's platform."
→ 我們之所以能夠取得這項突破，是透過利用 Nvidia 的平台。
✨ 延伸例句
"They leveraged their resources to expand the business."
→ 他們利用資源擴展業務。
empower /ɪmˈpaʊər/ verb
give (someone) the authority or power to do something
賦能；授權
📝 例句
"We'll be able to empower every individual in business."
→ 我們將能夠賦能每一位商務人士。
✨ 延伸例句
"Education empowers people to change their lives."
→ 教育賦予人們改變生活的力量。
computation /ˌkɒmpjuˈteɪʃən/ noun
the use of computer technology to carry out mathematical calculations
運算；計算
📝 例句
"This deal is really for like a billion times the computational power."
→ 這筆交易帶來的運算能力大概是十億倍。
✨ 延伸例句
"Quantum computation is the future of technology."
→ 量子運算是科技的未來。
🎯 共 10 題測驗

1 According to Jensen Huang, what is the scale of the AI infrastructure project being built? 根據黃仁勳的說法，正在建立的 AI 基礎設施專案規模如何？ According to Jensen Huang, what is the scale of the AI infrastructure project being built?

根據黃仁勳的說法，正在建立的 AI 基礎設施專案規模如何？

✅ 正確！ ❌ 錯誤，正確答案是 A

Jensen explicitly states at [39] that 'This is the biggest AI infrastructure project in history.'

Jensen 在 [39] 明確表示：「這是史上最大的 AI 基礎設施專案。」

2 What is the primary reason NVIDIA is investing in OpenAI according to the video? 根據影片，NVIDIA 投資 OpenAI 的主要原因是什麼？ What is the primary reason NVIDIA is investing in OpenAI according to the video?

根據影片，NVIDIA 投資 OpenAI 的主要原因是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 A

Jensen mentions at [47] that the reason is 'because computing demand is going through the roof for OpenAI.'

Jensen 在 [47] 提到，原因是「OpenAI 的運算需求正在激增」。

3 How much investment is NVIDIA making in OpenAI? NVIDIA 將對 OpenAI 投資多少金額？ How much investment is NVIDIA making in OpenAI?

NVIDIA 將對 OpenAI 投資多少金額？

✅ 正確！ ❌ 錯誤，正確答案是 B

The host mentions at [17] that 'NVIDIA is making a hundred billion dollar investment in OpenAI.'

主持人在 [17] 提到：「NVIDIA 將向 OpenAI 投資一千億美元。」

4 What specific capacity goal are NVIDIA and OpenAI aiming to build? NVIDIA 和 OpenAI 的目標產能是多少？ What specific capacity goal are NVIDIA and OpenAI aiming to build?

NVIDIA 和 OpenAI 的目標產能是多少？

✅ 正確！ ❌ 錯誤，正確答案是 A

At [17], the host states they are working to build out '10 gigawatts of capacity'.

在 [17]，主持人表示他們正合作建立「10 吉瓦的產能」。

5 According to Sam Altman, what is the infrastructure considered as? 根據 Sam Altman 的說法，基礎設施被視為什麼？ According to Sam Altman, what is the infrastructure considered as?

根據 Sam Altman 的說法，基礎設施被視為什麼？

✅ 正確！ ❌ 錯誤，正確答案是 A

Sam says at [111], 'this is like the fuel that we need to drive improvement'.

Sam 在 [111] 說：「這就像是我們推動進步所需的燃料。」

6 What dilemma does the current compute constraint create according to Sam? 根據 Sam 的說法，目前的運算限制造成了什麼困境？ What dilemma does the current compute constraint create according to Sam?

根據 Sam 的說法，目前的運算限制造成了什麼困境？

✅ 正確！ ❌ 錯誤，正確答案是 A

At [165], Sam explains that with limited compute, 'you could choose one of two things... cure cancer... or offer free education'.

在 [165]，Sam 解釋在運算有限的情況下，「你只能二選一……治癒癌症……或提供免費教育」。

7 Which company is mentioned as a partner in the Stargate initiative besides NVIDIA? 除了 NVIDIA，影片中還提到哪間公司是 Stargate 計畫的合作夥伴？ Which company is mentioned as a partner in the Stargate initiative besides NVIDIA?

除了 NVIDIA，影片中還提到哪間公司是 Stargate 計畫的合作夥伴？

✅ 正確！ ❌ 錯誤，正確答案是 A

Sam mentions at [126] that they are working with 'partners at Stargate, Microsoft, Oracle'.

Sam 在 [126] 提到他們與「Stargate 的合作夥伴，微軟、Oracle」合作。

8 How many users does ChatGPT have according to Greg Brockman? 根據 Greg Brockman 的說法，ChatGPT 有多少用戶？ How many users does ChatGPT have according to Greg Brockman?

根據 Greg Brockman 的說法，ChatGPT 有多少用戶？

✅ 正確！ ❌ 錯誤，正確答案是 A

At [192], the host mentions 'ChatGPT says somewhere between 700 and 800 million,' and Greg agrees at [209].

在 [192]，主持人提到「ChatGPT 說在 7 億到 8 億之間」，Greg 在 [209] 也證實了此數據。

9 When did Jensen first hand deliver a server to OpenAI? Jensen 第一次親自送伺服器給 OpenAI 是什麼時候？ When did Jensen first hand deliver a server to OpenAI?

Jensen 第一次親自送伺服器給 OpenAI 是什麼時候？

✅ 正確！ ❌ 錯誤，正確答案是 A

Greg states at [227] that 'Jensen actually hand delivered a server to us back in 2016.'

Greg 在 [227] 說：「Jensen 在 2016 年親自送來一台伺服器。」

10 How much more computational power does the new deal represent compared to the 2016 server? 新的協議代表的運算力比 2016 年的伺服器提升了多少？ How much more computational power does the new deal represent compared to the 2016 server?

新的協議代表的運算力比 2016 年的伺服器提升了多少？

✅ 正確！ ❌ 錯誤，正確答案是 A

Greg says at [232], 'I think that this deal is really for like a billion times the computational power'.

Greg 在 [232] 說：「我認為這筆交易帶來的運算能力大概是十億倍。」

測驗完成！得分： / 10

完成課程 🎉